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金先生007
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金先生007
金先生007
·
06-11
$Faraday Future Intelligent Electric Inc(FFAI)$
ffai就跟大a似的[笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭]
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金先生007
金先生007
·
06-05
$美光科技(MU)$
明天大陆财经新闻头条… 美股暴跌
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2,664
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6
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金先生007
金先生007
·
05-31
太把自己当回事了, 哪哪都中国 老老实实就玩a股得了
美韩担忧成真?中国“史诗级扩产”,内存芯片价格要崩?
不过,也有美国、韩国的一些专家认为,事实上并不会真的到2028年,特别是目前中国正在进行“史诗级扩产”,产能是翻倍的往上涨,可能会让内存芯片崩盘。所以,正如美、韩企业担忧的那样,随着中国“史诗级扩产”,内存芯片价格是真的要崩了,崩的不那么快,但要大涨,几乎已经不可能的了。
美韩担忧成真?中国“史诗级扩产”,内存芯片价格要崩?
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金先生007
金先生007
·
05-29
让那谁也吹吹,看行不行[得意]
从英特尔、美光、到戴尔!“白宫股神”名不虚传,“先买再吹”屡试不爽
英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%,每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后,625笔"非主动委托"的时间线丝滑得令人玩味:先买后夸,屡试不爽。市场已开始竞猜下一个被点名的幸运儿。
从英特尔、美光、到戴尔!“白宫股神”名不虚传,“先买再吹”屡试不爽
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金先生007
金先生007
·
05-26
$美光科技(MU)$
牛逼 1万亿市值了[你懂的] [你懂的] [你懂的]
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金先生007
金先生007
·
05-26
$美光科技(MU)$
好嚣张啊啊
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201
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1
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金先生007
金先生007
·
05-20
$英特尔(INTC)$
怎么连美光都涨不过啊
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金先生007
金先生007
·
05-19
$Faraday Future Intelligent Electric Inc(FFAI)$
听说又要合股了?[开心]
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金先生007
金先生007
·
05-11
yt jia是那骗子吗
Faraday Future任命Yt Jia为全球唯一CEO,Jerry Wang出任全球执行董事长;公司将于下周宣布升级转型举措,开启作为实体AI企业的新增长篇章
Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时,Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措,此举旨在开启其作为一家实体AI企业发展的全新增长阶段。
Faraday Future任命Yt Jia为全球唯一CEO,Jerry Wang出任全球执行董事长;公司将于下周宣布升级转型举措,开启作为实体AI企业的新增长篇章
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金先生007
金先生007
·
05-08
$美光科技(MU)$
要不要这么离谱……
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美股暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/571986145259904","isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495716579791591","authorId":"3495716579791591","name":"炒股的乾","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495716579791591","idStr":"3495716579791591"},"content":"哪个国家没报道美股大跌吗,精神美国人","text":"哪个国家没报道美股大跌吗,精神美国人","html":"哪个国家没报道美股大跌吗,精神美国人"},{"author":{"id":"3557632974309611","authorId":"3557632974309611","name":"快乐小狗_123","avatar":"https://static.tigerbbs.com/4f561366098c146c7290394d21fe7c9c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557632974309611","idStr":"3557632974309611"},"content":"猜对了。 今天都上新闻了","text":"猜对了。 今天都上新闻了","html":"猜对了。 今天都上新闻了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570256091780064,"gmtCreate":1780226954252,"gmtModify":1780228909644,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547636263291151","idStr":"3547636263291151"},"themes":[],"title":"","htmlText":"太把自己当回事了, 哪哪都中国 老老实实就玩a股得了","listText":"太把自己当回事了, 哪哪都中国 老老实实就玩a股得了","text":"太把自己当回事了, 哪哪都中国 老老实实就玩a股得了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570256091780064","repostId":"2639600660","repostType":2,"repost":{"id":"2639600660","kind":"news","pubTimestamp":1780210500,"share":"https://www.laohu8.com/m/news/2639600660?lang=zh_CN&edition=full","pubTime":"2026-05-31 14:55","market":"sh","language":"zh","title":"美韩担忧成真?中国“史诗级扩产”,内存芯片价格要崩?","url":"https://stock-news.laohu8.com/highlight/detail?id=2639600660","media":"互联网乱侃秀","summary":"不过,也有美国、韩国的一些专家认为,事实上并不会真的到2028年,特别是目前中国正在进行“史诗级扩产”,产能是翻倍的往上涨,可能会让内存芯片崩盘。所以,正如美、韩企业担忧的那样,随着中国“史诗级扩产”,内存芯片价格是真的要崩了,崩的不那么快,但要大涨,几乎已经不可能的了。","content":"<html><body><p>如果大家关注内存,一定会知道从2025年7月份开始,全球的内存迎来了史诗级涨价周期,到目前已经持续快一年了。</p><p>其中不管是DDR4、还是DDR5内存,不管是手机内存,还是电脑内存,或者服务器内存,均是平均涨了三四名,有些规格更是涨了七八倍。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>在这样的背景之下,内存企业是大赚特赚,比如<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、<a href=\"https://laohu8.com/S/MU\">美光</a>、长鑫,其营收、利润都是创造纪录,一个季度能赚以往一年,甚至几年的钱。</p><p>为何会这么疯,原因是AI狂潮之下,AI基建吸走了全球近一半的内存产能,导致产品供不应求,越来越多的生产线向AI内存倾斜,于是价格一直涨。</p><p>由于AI继续在狂飚,大家认为这轮涨价,或许要到2028年才会结束。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>不过,也有美国、韩国的一些专家认为,事实上并不会真的到2028年,特别是目前中国正在进行“史诗级扩产”,产能是翻倍的往上涨,可能会让内存芯片崩盘。</p><p>特别是消费级的内存价格,应该是难以持续了,因为中国大陆扩产的主要就是消费级内存产能。</p><p>果然,最近大家如果查看内存价格,就会发现消费内存的价格已经涨不动了。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>不管是日本,还是中国市场,或者德国市场等,其消费级的DDR5内存价格,已经是大幅下跌了,主流型号降幅普遍达15%-20%,部分高频旗舰产品跌幅甚至突破22%。</p><p>并且大家认为,这些消费级内存基本也涨不上去了,未来或许还会跌下来,唯一还在涨的,只有AI内存还在涨,毕竟这个东西的需求确实还一直在增长,而产能没有明显增大。</p><p>原因无非是三点,一是下游的用户已经不买了,从数据来看,目前不管是手机,还是电脑,或者是其它需要大量内存的消费电子产品,都卖不动了。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>特别是一些零售市场,比如DIY电脑市场,销量几乎是断崖式的腰斩,比如中国市场,像主板、GPU显卡等的出货量,都是跌了40%以上,说明消费者已经不买账了,你涨你的,反正我不买了。</p><p>二是中国厂商目前确实在大规模的扩产,像长鑫一直在持续扩产,且长鑫更多的集中在消费级内存上,不断的扩产,能够保证稳定的供应,这对于接下来美韩厂商想涨价,是一个非常不利的因素。</p><p>第三则是,目前真实的需求,其实是在下滑的,之所以涨价,其实是渠道商与芯片厂商联手做的局,如今涨不动,渠道商们也不敢囤货了,导致接下来也难讲了。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>所以,正如美、韩企业担忧的那样,随着中国“史诗级扩产”,内存芯片价格是真的要崩了,崩的不那么快,但要大涨,几乎已经不可能的了。</p><p>最多也就是在中国厂商不曾发力的HBM领域,大涨特涨,这一块中国厂商确实没有优势,所以还是他们说了算。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美韩担忧成真?中国“史诗级扩产”,内存芯片价格要崩?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-31 14:55 北京时间 <a href=https://tech.ifeng.com/c/8tZn5N3F6qL><strong>互联网乱侃秀</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果大家关注内存,一定会知道从2025年7月份开始,全球的内存迎来了史诗级涨价周期,到目前已经持续快一年了。其中不管是DDR4、还是DDR5内存,不管是手机内存,还是电脑内存,或者服务器内存,均是平均涨了三四名,有些规格更是涨了七八倍。在这样的背景之下,内存企业是大赚特赚,比如三星、SK海力士、美光、长鑫,其营收、利润都是创造纪录,一个季度能赚以往一年,甚至几年的钱。为何会这么疯,原因是AI狂潮...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tZn5N3F6qL\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8tZn5N3F6qL","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639600660","content_text":"如果大家关注内存,一定会知道从2025年7月份开始,全球的内存迎来了史诗级涨价周期,到目前已经持续快一年了。其中不管是DDR4、还是DDR5内存,不管是手机内存,还是电脑内存,或者服务器内存,均是平均涨了三四名,有些规格更是涨了七八倍。在这样的背景之下,内存企业是大赚特赚,比如三星、SK海力士、美光、长鑫,其营收、利润都是创造纪录,一个季度能赚以往一年,甚至几年的钱。为何会这么疯,原因是AI狂潮之下,AI基建吸走了全球近一半的内存产能,导致产品供不应求,越来越多的生产线向AI内存倾斜,于是价格一直涨。由于AI继续在狂飚,大家认为这轮涨价,或许要到2028年才会结束。不过,也有美国、韩国的一些专家认为,事实上并不会真的到2028年,特别是目前中国正在进行“史诗级扩产”,产能是翻倍的往上涨,可能会让内存芯片崩盘。特别是消费级的内存价格,应该是难以持续了,因为中国大陆扩产的主要就是消费级内存产能。果然,最近大家如果查看内存价格,就会发现消费内存的价格已经涨不动了。不管是日本,还是中国市场,或者德国市场等,其消费级的DDR5内存价格,已经是大幅下跌了,主流型号降幅普遍达15%-20%,部分高频旗舰产品跌幅甚至突破22%。并且大家认为,这些消费级内存基本也涨不上去了,未来或许还会跌下来,唯一还在涨的,只有AI内存还在涨,毕竟这个东西的需求确实还一直在增长,而产能没有明显增大。原因无非是三点,一是下游的用户已经不买了,从数据来看,目前不管是手机,还是电脑,或者是其它需要大量内存的消费电子产品,都卖不动了。特别是一些零售市场,比如DIY电脑市场,销量几乎是断崖式的腰斩,比如中国市场,像主板、GPU显卡等的出货量,都是跌了40%以上,说明消费者已经不买账了,你涨你的,反正我不买了。二是中国厂商目前确实在大规模的扩产,像长鑫一直在持续扩产,且长鑫更多的集中在消费级内存上,不断的扩产,能够保证稳定的供应,这对于接下来美韩厂商想涨价,是一个非常不利的因素。第三则是,目前真实的需求,其实是在下滑的,之所以涨价,其实是渠道商与芯片厂商联手做的局,如今涨不动,渠道商们也不敢囤货了,导致接下来也难讲了。所以,正如美、韩企业担忧的那样,随着中国“史诗级扩产”,内存芯片价格是真的要崩了,崩的不那么快,但要大涨,几乎已经不可能的了。最多也就是在中国厂商不曾发力的HBM领域,大涨特涨,这一块中国厂商确实没有优势,所以还是他们说了算。","news_type":1,"symbols_score_info":{"MUD":0.6,"MU":1.8,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569510901514984,"gmtCreate":1780044959332,"gmtModify":1780046874246,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547636263291151","idStr":"3547636263291151"},"themes":[],"title":"","htmlText":"让那谁也吹吹,看行不行[得意] ","listText":"让那谁也吹吹,看行不行[得意] ","text":"让那谁也吹吹,看行不行[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569510901514984","repostId":"2639645450","repostType":2,"repost":{"id":"2639645450","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780027320,"share":"https://www.laohu8.com/m/news/2639645450?lang=zh_CN&edition=full","pubTime":"2026-05-29 12:02","market":"nz","language":"zh","title":"从英特尔、美光、到戴尔!“白宫股神”名不虚传,“先买再吹”屡试不爽","url":"https://stock-news.laohu8.com/highlight/detail?id=2639645450","media":"华尔街见闻","summary":"英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%,每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后,625笔\"非主动委托\"的时间线丝滑得令人玩味:先买后夸,屡试不爽。市场已开始竞猜下一个被点名的幸运儿。","content":"<html><head></head><body><blockquote><p>英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%,每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后,625笔"非主动委托"的时间线丝滑得令人玩味:先买后夸,屡试不爽。市场已开始竞猜下一个被点名的幸运儿。</p></blockquote><p style=\"text-align: justify;\">华尔街过去一年最省心的交易策略,可能不是AI、不是降息,而是四个字:跟着特朗普。</p><p style=\"text-align: justify;\">社交平台上,投资账号TheAIInvestor把它总结得很朴素:过去一年表现最好的策略之一,就是“跟随特朗普交易”。翻译成更接地气的版本,大概是:别看财报,先看白宫今天夸了谁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ed52ef56735a4878e5e1498b39b6bba\" tg-width=\"587\" tg-height=\"161\"/></p><p style=\"text-align: justify;\">如果再进一步简化,那就是一条产业链:先出现在持仓里,再出现在嘴边,最后出现在K线图上。</p><p style=\"text-align: justify;\">英特尔、美光、戴尔,最近轮番大涨。一个靠政府股权投资估值重估,一个被总统称作“很棒”,一个干脆被点名“去买一台戴尔,它们很棒”。</p><h2 id=\"id_4222624980\">剧本很简单,但每次都有人买单</h2><p style=\"text-align: justify;\">戴尔是“总统带货”的标准样板,美光就是“先买后夸”的加速版。</p><p style=\"text-align: justify;\">2月10日,特朗普买入100万至500万美元戴尔股票。</p><p style=\"text-align: justify;\">9天后,他站在佐治亚州的演讲台上,语重心长地告诉台下的听众:</p><blockquote><p style=\"text-align: justify;\">去买台戴尔电脑,它们很棒。</p></blockquote><p style=\"text-align: justify;\">随后他又在白宫YouTube频道的视频里,专门夸了一遍戴尔家族,顺便提了句"他们投入了大量资金"——言下之意,这支股票,你懂的。</p><p style=\"text-align: justify;\">戴尔隔夜盘后暴涨38%,直至历史新高,在此之前已经一路走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0671fc90c958539a949cf963c206e3c4\" tg-width=\"611\" tg-height=\"413\"/></p><p style=\"text-align: justify;\">当然,戴尔股价上涨不全靠嘴。AI基础设施需求是真的,企业端服务器和数据中心开支也是真的。Mizuho分析师VijayRakesh维持戴尔“跑赢大盘”评级,并把目标价从215美元上调至260美元,理由就是AI基础设施需求扩大。</p><p style=\"text-align: justify;\">美光的剧情更有时间颗粒度。3月25日,特朗普买入5万至10万美元美光股票。</p><p style=\"text-align: justify;\">次日,他致电福克斯新闻节目《TheFive》,话风突然变得热烈:</p><blockquote><p style=\"text-align: justify;\">我刚见了美光的负责人,这是最炙手可热的公司之一。</p></blockquote><p style=\"text-align: justify;\">到了5月22日,他又补了一句:美光"很棒"。</p><p style=\"text-align: justify;\">四天后,美光市值首次突破1万亿美元。瑞银顺势把目标价从535美元上调至1625美元,涨幅超过200%。美光涨的产业逻辑是,AI服务器对高带宽内存的需求,数据中心资本开支的扩张,存储行业供需改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0864dc6f4b623ed0e6b3022710d08ed5\" tg-width=\"626\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">这套剧本,苹果、ThermoFisher,都照着演了一遍。</p><h2 id=\"id_4101421809\">英特尔:嘴炮不够,财政来凑</h2><p style=\"text-align: justify;\">戴尔和美光更像个人持仓与公开表态的交叉,英特尔则是更高级的版本:不止总统点名,政策资金也亲自入场。</p><p style=\"text-align: justify;\">材料显示,美国政府股权投资推动英特尔今年上涨约200%。白宫5月18日称,这笔以89亿美元取得的政府持股,价值已经超过500亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc48065657c30b254196986024a504f\" tg-width=\"614\" tg-height=\"420\"/></p><p style=\"text-align: justify;\">换句话说,英特尔不是简单的“被夸上涨”,而是被政策、产业安全和国家资本一起抬进了聚光灯。</p><p style=\"text-align: justify;\">英特尔这个案例的意义在于,它把所谓“特朗普交易”从个人投资组合,扩展成了政策资本市场。</p><p style=\"text-align: justify;\"><strong>投资者要看的不只是特朗普买了什么、夸了什么,还要看政府准备投什么、救什么、扶什么。</strong></p><p style=\"text-align: justify;\">这就让交易变得很有新时代特色:一边读财报,一边读总统讲话;一边看订单,一边看财政部动作;一边盯K线,一边刷TruthSocial。</p><h2 id=\"id_2328512283\">3711笔交易:机器扫货,还是股神开盘?</h2><p style=\"text-align: justify;\">真正让这件事变得热闹的,是OGE在5月14日公开的财务披露文件。</p><p style=\"text-align: justify;\">文件显示,特朗普在2026年一季度进行了3711笔证券交易,交易规模介于2.2亿至7.5亿美元之间。</p><p style=\"text-align: justify;\"><strong>3711笔,一个季度,平均每个交易日超过60笔。</strong></p><p style=\"text-align: justify;\">如果你以为这是一位日理万机的国家领导人,在椭圆形办公室一边处理中东局势一边看K线,那你可能对"直接指数化"这个词还不太熟悉。</p><p style=\"text-align: justify;\">投资平台Vise联合创始人SamirVasavada指出,披露文件中的个股与罗素3000指数成分股重合度约90%,这是典型的"直接指数化"策略特征——不买指数基金,而是直接持有成分股,再通过系统化交易进行税务亏损收割。</p><p style=\"text-align: justify;\">逻辑是这样的:股票跌了,系统自动卖出锁定亏损,再买入同行业类似股票,账面上产生可以抵税的已实现亏损,整体仓位基本不变,但交易笔数会被系统性地放大。</p><p style=\"text-align: justify;\">3月23日是披露中第二繁忙的交易日,恰逢标普500、400、600及100指数成分股同日调整,富时罗素基准也有新股纳入。2月12日和3月18日,标普500跌幅均超过1%,系统分别触发了155笔和124笔卖出。</p><p style=\"text-align: justify;\">时间线对得上,逻辑说得通。</p><p style=\"text-align: justify;\">白宫的官方解释也是这一套:<strong>总统投资由第三方金融机构独立管理,通过"自动化、模型驱动的投资组合和直接指数化策略"执行,特朗普本人、家族及公司均不参与投资决策。</strong></p><p style=\"text-align: justify;\">所以,3711笔交易本身未必是问题。问题在于,那里面有625笔被标注为“非主动委托”。</p><h2 id=\"id_2254184991\">625笔“非主动委托”:巧合太多,就不像巧合</h2><p style=\"text-align: justify;\">"非主动委托"(unsolicited)的意思是:由客户方主动发起,而非经纪人建议。</p><p style=\"text-align: justify;\">换言之,这625笔,不是系统自动跑出来的,是有人主动下单的。</p><p style=\"text-align: justify;\">这625笔几乎全部集中在3月,绝大多数为买入操作,在美国袭击伊朗后的首个交易日大幅增加。与其他系统化交易相比,它们显得更临时,也更随机——或者说,更像是有人在特定时刻,对特定标的,产生了特定的购买欲望。</p><p style=\"text-align: justify;\"><strong>关键是,很多时间线过于丝滑。</strong></p><blockquote><ul style=\"\"><li><p>3月11日,特朗普参观ThermoFisher俄亥俄州工厂,称其为"伟大的公司"。同日,他买入1.5万至5万美元ThermoFisher股票,标注:非主动委托。</p></li><li><p>同一天,他在肯塔基州演讲中夸了苹果CEO蒂姆·库克。当天,他买入25万至50万美元苹果股票,同样标注:非主动委托。整个3月,他累计买入200万至720万美元苹果股票,其中五笔非主动委托。</p></li><li><p>3月25日,美光买入,标注非主动委托。次日,他在福克斯直播里说美光是"最炙手可热的公司之一"。</p></li><li><p>2月10日,戴尔买入。9天后,他告诉全美国人民"去买台戴尔电脑"。</p></li></ul></blockquote><p style=\"text-align: justify;\">这些交易,不在系统的自动化逻辑里。</p><h2 id=\"id_1697687891\">市场开始交易“下一次点名”</h2><p style=\"text-align: justify;\">市场已经开始竞猜下一张“彩票”。</p><p style=\"text-align: justify;\">OGE一季度文件披露的持股里,还有ServiceNow、Adobe、TexasInstruments等公司。投资者已经开始猜,谁会成为下一家被公开赞美的幸运儿。</p><p style=\"text-align: justify;\">Oracle是热门候选之一。它既LarryEllison这层政商关系,又参与Stargate人工智能基础设施项目。</p><p style=\"text-align: justify;\">Broadcom也很符合剧本。公司估值突破2万亿美元,给美国数据中心提供定制芯片,而数据中心正是政府科技议程的重要部分。</p><p style=\"text-align: justify;\">MotorolaSolutions则走的是另一条路线:警用无线电、调度软件、公共安全监控设备,完美贴合执法和边境安全叙事。</p><p style=\"text-align: justify;\">5月26日,特朗普还在TruthSocial上专门发文力挺预测市场行业,要求CFTC对Kalshi和Polymarket等平台保持"独家管辖权"。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>从英特尔、美光、到戴尔!“白宫股神”名不虚传,“先买再吹”屡试不爽</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n从英特尔、美光、到戴尔!“白宫股神”名不虚传,“先买再吹”屡试不爽\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-29 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%,每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后,625笔"非主动委托"的时间线丝滑得令人玩味:先买后夸,屡试不爽。市场已开始竞猜下一个被点名的幸运儿。</p></blockquote><p style=\"text-align: justify;\">华尔街过去一年最省心的交易策略,可能不是AI、不是降息,而是四个字:跟着特朗普。</p><p style=\"text-align: justify;\">社交平台上,投资账号TheAIInvestor把它总结得很朴素:过去一年表现最好的策略之一,就是“跟随特朗普交易”。翻译成更接地气的版本,大概是:别看财报,先看白宫今天夸了谁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ed52ef56735a4878e5e1498b39b6bba\" tg-width=\"587\" tg-height=\"161\"/></p><p style=\"text-align: justify;\">如果再进一步简化,那就是一条产业链:先出现在持仓里,再出现在嘴边,最后出现在K线图上。</p><p style=\"text-align: justify;\">英特尔、美光、戴尔,最近轮番大涨。一个靠政府股权投资估值重估,一个被总统称作“很棒”,一个干脆被点名“去买一台戴尔,它们很棒”。</p><h2 id=\"id_4222624980\">剧本很简单,但每次都有人买单</h2><p style=\"text-align: justify;\">戴尔是“总统带货”的标准样板,美光就是“先买后夸”的加速版。</p><p style=\"text-align: justify;\">2月10日,特朗普买入100万至500万美元戴尔股票。</p><p style=\"text-align: justify;\">9天后,他站在佐治亚州的演讲台上,语重心长地告诉台下的听众:</p><blockquote><p style=\"text-align: justify;\">去买台戴尔电脑,它们很棒。</p></blockquote><p style=\"text-align: justify;\">随后他又在白宫YouTube频道的视频里,专门夸了一遍戴尔家族,顺便提了句"他们投入了大量资金"——言下之意,这支股票,你懂的。</p><p style=\"text-align: justify;\">戴尔隔夜盘后暴涨38%,直至历史新高,在此之前已经一路走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0671fc90c958539a949cf963c206e3c4\" tg-width=\"611\" tg-height=\"413\"/></p><p style=\"text-align: justify;\">当然,戴尔股价上涨不全靠嘴。AI基础设施需求是真的,企业端服务器和数据中心开支也是真的。Mizuho分析师VijayRakesh维持戴尔“跑赢大盘”评级,并把目标价从215美元上调至260美元,理由就是AI基础设施需求扩大。</p><p style=\"text-align: justify;\">美光的剧情更有时间颗粒度。3月25日,特朗普买入5万至10万美元美光股票。</p><p style=\"text-align: justify;\">次日,他致电福克斯新闻节目《TheFive》,话风突然变得热烈:</p><blockquote><p style=\"text-align: justify;\">我刚见了美光的负责人,这是最炙手可热的公司之一。</p></blockquote><p style=\"text-align: justify;\">到了5月22日,他又补了一句:美光"很棒"。</p><p style=\"text-align: justify;\">四天后,美光市值首次突破1万亿美元。瑞银顺势把目标价从535美元上调至1625美元,涨幅超过200%。美光涨的产业逻辑是,AI服务器对高带宽内存的需求,数据中心资本开支的扩张,存储行业供需改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0864dc6f4b623ed0e6b3022710d08ed5\" tg-width=\"626\" tg-height=\"421\"/></p><p style=\"text-align: justify;\">这套剧本,苹果、ThermoFisher,都照着演了一遍。</p><h2 id=\"id_4101421809\">英特尔:嘴炮不够,财政来凑</h2><p style=\"text-align: justify;\">戴尔和美光更像个人持仓与公开表态的交叉,英特尔则是更高级的版本:不止总统点名,政策资金也亲自入场。</p><p style=\"text-align: justify;\">材料显示,美国政府股权投资推动英特尔今年上涨约200%。白宫5月18日称,这笔以89亿美元取得的政府持股,价值已经超过500亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc48065657c30b254196986024a504f\" tg-width=\"614\" tg-height=\"420\"/></p><p style=\"text-align: justify;\">换句话说,英特尔不是简单的“被夸上涨”,而是被政策、产业安全和国家资本一起抬进了聚光灯。</p><p style=\"text-align: justify;\">英特尔这个案例的意义在于,它把所谓“特朗普交易”从个人投资组合,扩展成了政策资本市场。</p><p style=\"text-align: justify;\"><strong>投资者要看的不只是特朗普买了什么、夸了什么,还要看政府准备投什么、救什么、扶什么。</strong></p><p style=\"text-align: justify;\">这就让交易变得很有新时代特色:一边读财报,一边读总统讲话;一边看订单,一边看财政部动作;一边盯K线,一边刷TruthSocial。</p><h2 id=\"id_2328512283\">3711笔交易:机器扫货,还是股神开盘?</h2><p style=\"text-align: justify;\">真正让这件事变得热闹的,是OGE在5月14日公开的财务披露文件。</p><p style=\"text-align: justify;\">文件显示,特朗普在2026年一季度进行了3711笔证券交易,交易规模介于2.2亿至7.5亿美元之间。</p><p style=\"text-align: justify;\"><strong>3711笔,一个季度,平均每个交易日超过60笔。</strong></p><p style=\"text-align: justify;\">如果你以为这是一位日理万机的国家领导人,在椭圆形办公室一边处理中东局势一边看K线,那你可能对"直接指数化"这个词还不太熟悉。</p><p style=\"text-align: justify;\">投资平台Vise联合创始人SamirVasavada指出,披露文件中的个股与罗素3000指数成分股重合度约90%,这是典型的"直接指数化"策略特征——不买指数基金,而是直接持有成分股,再通过系统化交易进行税务亏损收割。</p><p style=\"text-align: justify;\">逻辑是这样的:股票跌了,系统自动卖出锁定亏损,再买入同行业类似股票,账面上产生可以抵税的已实现亏损,整体仓位基本不变,但交易笔数会被系统性地放大。</p><p style=\"text-align: justify;\">3月23日是披露中第二繁忙的交易日,恰逢标普500、400、600及100指数成分股同日调整,富时罗素基准也有新股纳入。2月12日和3月18日,标普500跌幅均超过1%,系统分别触发了155笔和124笔卖出。</p><p style=\"text-align: justify;\">时间线对得上,逻辑说得通。</p><p style=\"text-align: justify;\">白宫的官方解释也是这一套:<strong>总统投资由第三方金融机构独立管理,通过"自动化、模型驱动的投资组合和直接指数化策略"执行,特朗普本人、家族及公司均不参与投资决策。</strong></p><p style=\"text-align: justify;\">所以,3711笔交易本身未必是问题。问题在于,那里面有625笔被标注为“非主动委托”。</p><h2 id=\"id_2254184991\">625笔“非主动委托”:巧合太多,就不像巧合</h2><p style=\"text-align: justify;\">"非主动委托"(unsolicited)的意思是:由客户方主动发起,而非经纪人建议。</p><p style=\"text-align: justify;\">换言之,这625笔,不是系统自动跑出来的,是有人主动下单的。</p><p style=\"text-align: justify;\">这625笔几乎全部集中在3月,绝大多数为买入操作,在美国袭击伊朗后的首个交易日大幅增加。与其他系统化交易相比,它们显得更临时,也更随机——或者说,更像是有人在特定时刻,对特定标的,产生了特定的购买欲望。</p><p style=\"text-align: justify;\"><strong>关键是,很多时间线过于丝滑。</strong></p><blockquote><ul style=\"\"><li><p>3月11日,特朗普参观ThermoFisher俄亥俄州工厂,称其为"伟大的公司"。同日,他买入1.5万至5万美元ThermoFisher股票,标注:非主动委托。</p></li><li><p>同一天,他在肯塔基州演讲中夸了苹果CEO蒂姆·库克。当天,他买入25万至50万美元苹果股票,同样标注:非主动委托。整个3月,他累计买入200万至720万美元苹果股票,其中五笔非主动委托。</p></li><li><p>3月25日,美光买入,标注非主动委托。次日,他在福克斯直播里说美光是"最炙手可热的公司之一"。</p></li><li><p>2月10日,戴尔买入。9天后,他告诉全美国人民"去买台戴尔电脑"。</p></li></ul></blockquote><p style=\"text-align: justify;\">这些交易,不在系统的自动化逻辑里。</p><h2 id=\"id_1697687891\">市场开始交易“下一次点名”</h2><p style=\"text-align: justify;\">市场已经开始竞猜下一张“彩票”。</p><p style=\"text-align: justify;\">OGE一季度文件披露的持股里,还有ServiceNow、Adobe、TexasInstruments等公司。投资者已经开始猜,谁会成为下一家被公开赞美的幸运儿。</p><p style=\"text-align: justify;\">Oracle是热门候选之一。它既LarryEllison这层政商关系,又参与Stargate人工智能基础设施项目。</p><p style=\"text-align: justify;\">Broadcom也很符合剧本。公司估值突破2万亿美元,给美国数据中心提供定制芯片,而数据中心正是政府科技议程的重要部分。</p><p style=\"text-align: justify;\">MotorolaSolutions则走的是另一条路线:警用无线电、调度软件、公共安全监控设备,完美贴合执法和边境安全叙事。</p><p style=\"text-align: justify;\">5月26日,特朗普还在TruthSocial上专门发文力挺预测市场行业,要求CFTC对Kalshi和Polymarket等平台保持"独家管辖权"。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","INTC":"英特尔","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4515":"5G概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" 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INC","CNAV":"Mohr Company Nav ETF","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4543":"AI","LU0056508442.USD":"贝莱德世界科技基金A2","DLLL":"2倍做多DELL ETF-GraniteShares","FFTY":"Innovator IBD 50 ETF","BK4553":"喜马拉雅资本持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4588":"碎股","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3773416","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639645450","content_text":"英特尔涨200%、美光市值破万亿、戴尔盘后暴涨38%,每一次都与总统持仓或公开表态高度吻合。一季度3711笔交易背后,625笔\"非主动委托\"的时间线丝滑得令人玩味:先买后夸,屡试不爽。市场已开始竞猜下一个被点名的幸运儿。华尔街过去一年最省心的交易策略,可能不是AI、不是降息,而是四个字:跟着特朗普。社交平台上,投资账号TheAIInvestor把它总结得很朴素:过去一年表现最好的策略之一,就是“跟随特朗普交易”。翻译成更接地气的版本,大概是:别看财报,先看白宫今天夸了谁。如果再进一步简化,那就是一条产业链:先出现在持仓里,再出现在嘴边,最后出现在K线图上。英特尔、美光、戴尔,最近轮番大涨。一个靠政府股权投资估值重估,一个被总统称作“很棒”,一个干脆被点名“去买一台戴尔,它们很棒”。剧本很简单,但每次都有人买单戴尔是“总统带货”的标准样板,美光就是“先买后夸”的加速版。2月10日,特朗普买入100万至500万美元戴尔股票。9天后,他站在佐治亚州的演讲台上,语重心长地告诉台下的听众:去买台戴尔电脑,它们很棒。随后他又在白宫YouTube频道的视频里,专门夸了一遍戴尔家族,顺便提了句\"他们投入了大量资金\"——言下之意,这支股票,你懂的。戴尔隔夜盘后暴涨38%,直至历史新高,在此之前已经一路走高。当然,戴尔股价上涨不全靠嘴。AI基础设施需求是真的,企业端服务器和数据中心开支也是真的。Mizuho分析师VijayRakesh维持戴尔“跑赢大盘”评级,并把目标价从215美元上调至260美元,理由就是AI基础设施需求扩大。美光的剧情更有时间颗粒度。3月25日,特朗普买入5万至10万美元美光股票。次日,他致电福克斯新闻节目《TheFive》,话风突然变得热烈:我刚见了美光的负责人,这是最炙手可热的公司之一。到了5月22日,他又补了一句:美光\"很棒\"。四天后,美光市值首次突破1万亿美元。瑞银顺势把目标价从535美元上调至1625美元,涨幅超过200%。美光涨的产业逻辑是,AI服务器对高带宽内存的需求,数据中心资本开支的扩张,存储行业供需改善。这套剧本,苹果、ThermoFisher,都照着演了一遍。英特尔:嘴炮不够,财政来凑戴尔和美光更像个人持仓与公开表态的交叉,英特尔则是更高级的版本:不止总统点名,政策资金也亲自入场。材料显示,美国政府股权投资推动英特尔今年上涨约200%。白宫5月18日称,这笔以89亿美元取得的政府持股,价值已经超过500亿美元。换句话说,英特尔不是简单的“被夸上涨”,而是被政策、产业安全和国家资本一起抬进了聚光灯。英特尔这个案例的意义在于,它把所谓“特朗普交易”从个人投资组合,扩展成了政策资本市场。投资者要看的不只是特朗普买了什么、夸了什么,还要看政府准备投什么、救什么、扶什么。这就让交易变得很有新时代特色:一边读财报,一边读总统讲话;一边看订单,一边看财政部动作;一边盯K线,一边刷TruthSocial。3711笔交易:机器扫货,还是股神开盘?真正让这件事变得热闹的,是OGE在5月14日公开的财务披露文件。文件显示,特朗普在2026年一季度进行了3711笔证券交易,交易规模介于2.2亿至7.5亿美元之间。3711笔,一个季度,平均每个交易日超过60笔。如果你以为这是一位日理万机的国家领导人,在椭圆形办公室一边处理中东局势一边看K线,那你可能对\"直接指数化\"这个词还不太熟悉。投资平台Vise联合创始人SamirVasavada指出,披露文件中的个股与罗素3000指数成分股重合度约90%,这是典型的\"直接指数化\"策略特征——不买指数基金,而是直接持有成分股,再通过系统化交易进行税务亏损收割。逻辑是这样的:股票跌了,系统自动卖出锁定亏损,再买入同行业类似股票,账面上产生可以抵税的已实现亏损,整体仓位基本不变,但交易笔数会被系统性地放大。3月23日是披露中第二繁忙的交易日,恰逢标普500、400、600及100指数成分股同日调整,富时罗素基准也有新股纳入。2月12日和3月18日,标普500跌幅均超过1%,系统分别触发了155笔和124笔卖出。时间线对得上,逻辑说得通。白宫的官方解释也是这一套:总统投资由第三方金融机构独立管理,通过\"自动化、模型驱动的投资组合和直接指数化策略\"执行,特朗普本人、家族及公司均不参与投资决策。所以,3711笔交易本身未必是问题。问题在于,那里面有625笔被标注为“非主动委托”。625笔“非主动委托”:巧合太多,就不像巧合\"非主动委托\"(unsolicited)的意思是:由客户方主动发起,而非经纪人建议。换言之,这625笔,不是系统自动跑出来的,是有人主动下单的。这625笔几乎全部集中在3月,绝大多数为买入操作,在美国袭击伊朗后的首个交易日大幅增加。与其他系统化交易相比,它们显得更临时,也更随机——或者说,更像是有人在特定时刻,对特定标的,产生了特定的购买欲望。关键是,很多时间线过于丝滑。3月11日,特朗普参观ThermoFisher俄亥俄州工厂,称其为\"伟大的公司\"。同日,他买入1.5万至5万美元ThermoFisher股票,标注:非主动委托。同一天,他在肯塔基州演讲中夸了苹果CEO蒂姆·库克。当天,他买入25万至50万美元苹果股票,同样标注:非主动委托。整个3月,他累计买入200万至720万美元苹果股票,其中五笔非主动委托。3月25日,美光买入,标注非主动委托。次日,他在福克斯直播里说美光是\"最炙手可热的公司之一\"。2月10日,戴尔买入。9天后,他告诉全美国人民\"去买台戴尔电脑\"。这些交易,不在系统的自动化逻辑里。市场开始交易“下一次点名”市场已经开始竞猜下一张“彩票”。OGE一季度文件披露的持股里,还有ServiceNow、Adobe、TexasInstruments等公司。投资者已经开始猜,谁会成为下一家被公开赞美的幸运儿。Oracle是热门候选之一。它既LarryEllison这层政商关系,又参与Stargate人工智能基础设施项目。Broadcom也很符合剧本。公司估值突破2万亿美元,给美国数据中心提供定制芯片,而数据中心正是政府科技议程的重要部分。MotorolaSolutions则走的是另一条路线:警用无线电、调度软件、公共安全监控设备,完美贴合执法和边境安全叙事。5月26日,特朗普还在TruthSocial上专门发文力挺预测市场行业,要求CFTC对Kalshi和Polymarket等平台保持\"独家管辖权\"。","news_type":1,"symbols_score_info":{"MULL":0.6,"LINT":0.6,"MUU":0.6,"DLLL":0.6,"DRAM":1.5,"CNAV":1.5,"DELL":1.5,"MU":1.5,"FFTY":1.5,"INTC":1.5,"MUD":0.6,"INTW":0.6,"WTAI":1.5,"VERS":1.5}},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568537267085352,"gmtCreate":1779806082227,"gmtModify":1779806247622,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547636263291151","idStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a 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怎么连美光都涨不过啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566209305118440","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565944656873576,"gmtCreate":1779204474617,"gmtModify":1779204476515,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547636263291151","idStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 听说又要合股了?[开心] ","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 听说又要合股了?[开心] ","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 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jia是那骗子吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563082280399464","repostId":"1121243337","repostType":2,"repost":{"id":"1121243337","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1778439726,"share":"https://www.laohu8.com/m/news/1121243337?lang=zh_CN&edition=full","pubTime":"2026-05-11 03:02","market":"us","language":"zh","title":"Faraday Future任命Yt Jia为全球唯一CEO,Jerry Wang出任全球执行董事长;公司将于下周宣布升级转型举措,开启作为实体AI企业的新增长篇章","url":"https://stock-news.laohu8.com/highlight/detail?id=1121243337","media":"美股速递","summary":"Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时,Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措,此举旨在开启其作为一家实体AI企业发展的全新增长阶段。","content":"<p>Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时,Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措,此举旨在开启其作为一家实体AI企业发展的全新增长阶段。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Faraday Future任命Yt Jia为全球唯一CEO,Jerry Wang出任全球执行董事长;公司将于下周宣布升级转型举措,开启作为实体AI企业的新增长篇章</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFaraday Future任命Yt Jia为全球唯一CEO,Jerry Wang出任全球执行董事长;公司将于下周宣布升级转型举措,开启作为实体AI企业的新增长篇章\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-05-11 03:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时,Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措,此举旨在开启其作为一家实体AI企业发展的全新增长阶段。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","FFAI":"Faraday Future Intelligent Electric Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121243337","content_text":"Faraday Future Intelligent Electric Inc. (FFAI) 已正式确认并任命Yt Jia为公司全球唯一首席执行官。与此同时,Jerry Wang被任命为全球执行董事长。公司计划于下周公布一系列升级后的转型战略举措,此举旨在开启其作为一家实体AI企业发展的全新增长阶段。","news_type":1,"symbols_score_info":{"FFAI":1}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562033773597016,"gmtCreate":1778247066889,"gmtModify":1778247068767,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547636263291151","idStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 要不要这么离谱……","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 要不要这么离谱……","text":"$美光科技(MU)$ 要不要这么离谱……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/562033773597016","isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3558129441615288","idStr":"3558129441615288"},"content":"游戏还没结束,谁都不想信自己是最后一棒[笑哭]","text":"游戏还没结束,谁都不想信自己是最后一棒[笑哭]","html":"游戏还没结束,谁都不想信自己是最后一棒[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}